Schmittinger And Rodriguez, P.A. Employee Benefit Plan — Form 5500 plan (Schmittinger And Rodriguez, P.A.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schmittinger And Rodriguez, P.A. Employee Benefit Plan is a benefit plan reported by Schmittinger And Rodriguez, P.A. under EIN 51-0119469 and plan number 501. The latest loaded filing year is 2023. The filing reports 35 participants and $45,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schmittinger And Rodriguez, P.A.
- EIN
- 51-0119469
- Plan number
- 501
- Plan type
- 2
- Location
- Dover, DE
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $45,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I, C | 20241205122746NAL0008362880001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $45,703
- Total liabilities (EOY)
- $2,202,609
- Net assets (EOY)
- -$2,156,906
- Net assets (BOY)
- $1,417
Income & contributions
- Employer contributions
- $625,395
- Participant contributions
- $64,908
- Total income / additions
- $691,223
Expenses & distributions
- Benefits paid
- $2,584,958
- Administrative expenses
- $19,834
- Total expenses
- $2,849,546
- Net increase / (decrease)
- -$2,158,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Of Delaware | ADMIN | $19,834 | not reported in the loaded dataset | 2023 |
| Ifs Benefits, LLC | BROKER | $16,206 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $11,279 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $2,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schmittinger And Rodriguez, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Dover, DE
- Highmark Of Delaware — Schedule C compensation
- Ifs Benefits, LLC — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation